The analyst said hyperscalers are locking in Dynamic Random-Access Memory (DRAM) and NAND capacity ahead of expected 50% data center bit growth in 2026, pushing contract pricing higher. He cited DRAM contract price increases of about 25% in the first quarter of 2026 and 10%–12% in the second quarter of 2026, while NAND pricing rises about 20% in the first quarter of 2026 and 10%–15% in the second quarter of 2026. A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler de ...

《华尔街日报》报道指出，许多经济学家认为，尽管美国就业市场眼下招聘乏力，但挥之不去的通胀隐忧，可能迫使美联储在决定2026年是否继续放宽货 币政策时更加谨慎。根据芝商所"美联储观察工具"的数据，目前市场对美联储本月议息会议维持利率不变的预期概率为95%。 热门美股方面，美股半导体普涨，AMD涨近6%，英特尔涨超3%，费城半导体指数涨近1%。 消息面上，媒体报道称，AMD下一代RDNA 5架构显卡将推迟至2027年下半年上市，晚于英伟达RTX 60系列。此举意在采取"后发制人"策略，避开英伟达 的价格压制，争取市场定价主动权。 1月13日，美股三大指数接近平开后集体跳水转跌，白银则继续狂飙。 现货白银一度向上触及89美元/盎司，续创历史新高。截至发稿，现货白银涨幅收窄为3.88%；现货黄金涨幅为0.45%，报4618.09美元/盎司。美股矿业股普 涨，金田涨超2%，科尔黛伦矿业涨近1%，泛美白银涨0.7%。 | 贵金属 | | 更新于:01-13 23:09 | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 4618.090 | 88.400 | 4634.6 ...

Group 1 - Intel Corporation's shares have increased by 137% over the past year and are up by 19.9% year-to-date in 2026, driven by announcements of new AI processors utilizing 18A chip manufacturing technology [2] - Melius Research upgraded Intel's shares from Hold to Buy, maintaining a price target of $50, based on the potential interest from Apple and NVIDIA in Intel's next-generation 14A chip technology [2] - Intel is focusing on its core chip business while expanding foundry operations, restructuring by spinning off non-core units, and pursuing government-backed initiatives to enhance U.S. semiconductor leadership [3] Group 2 - The company is recognized as a global leader in semiconductor design and manufacturing, producing CPUs, GPUs, and AI accelerators for various applications [3] - Intel's CEO, Lip-Bu Tan, is noted for effectively steering the company towards its core business and enhancing competitiveness against rivals like NVIDIA, AMD, and TSMC [3] - Jim Cramer highlighted Intel's connections with the U.S. government, suggesting that the President's significant position in the stock may positively influence its prospects [2]

Core Viewpoint - Intel Corporation is experiencing a positive outlook due to the recent upgrade by KeyBanc and the introduction of its 18A chips, which are expected to enhance its competitive position in the semiconductor industry and drive revenue growth [1][5]. Group 1: Price Target and Stock Performance - KeyBanc has set a price target of $60 for Intel, indicating a potential rise of 36.18% from the current trading price of $44.06 [1][5]. - The current stock price of Intel is $44.06, reflecting a decrease of 3.27% or $1.49, with fluctuations between $43.91 and $45.45 today [3][5]. Group 2: Product Development and Market Position - The recent shipment of Intel's 18A chips marks a crucial development, expected to boost the company's competitive position in the semiconductor market [2][5]. - The introduction of the 18A chips suggests a bullish trend for Intel's stock, despite the recent price dip [3][5]. Group 3: Market Capitalization and Trading Volume - Intel's market capitalization stands at approximately $210.18 billion, underscoring its significant presence in the industry [4][5]. - Today's trading volume for Intel is 100.76 million shares, indicating strong investor interest [4].

Core Insights - The article focuses on the advancements and market position of Nvidia in the semiconductor and AI sectors [1] Company Overview - Nvidia is recognized as a leading player in the chip industry, particularly in AI technology [1] - The company has seen significant growth in demand for its products, driven by the increasing adoption of AI applications [1] Market Trends - The semiconductor market is experiencing a surge, with Nvidia at the forefront due to its innovative chip designs [1] - There is a notable increase in competition within the AI chip market, prompting Nvidia to continuously enhance its offerings [1] Financial Performance - Nvidia's revenue has shown substantial growth, reflecting the rising demand for AI and machine learning solutions [1] - The company is expected to maintain a strong financial trajectory as it capitalizes on emerging trends in technology [1]

Advanced Micro Devices, Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) stocks gained on Tuesday after KeyBanc analyst John Vinh upgraded both the stocks citing strong server demand for artificial intelligence.KeyBanc Upgrades AMD And Intel On AI Server DemandDecember cloud data showed a modest pullback in traditional servers as providers retired older instances, Vinh says. The trend pushed compute processor instances down 2% month over month but still up 11% year over year.Cloud Data Shows Mixed Momentum Acr ...

每经AI快讯，1月13日，费城半导体指数美股盘初上涨0.9%，AMD涨超6%，英特尔涨超3%。 每经AI快讯，1月13日，费城半导体指数美股盘初上涨0.9%，AMD涨超6%，英特尔涨超3%。 ...

智通财经APP获悉，周二，英特尔(INTC.US)和AMD(AMD.US)股价盘初走高涨超5%，消息面上， KeyBanc Capital Markets将英特尔和AMD评级上调至"增持"，目标价分别为60美元和270美元。该行 称，这两家芯片制造商2026年的服务器CPU基本售罄，这一情况源于服务器与个人电脑处理器需求超预 期增长，导致芯片库存加速消耗。 ...

U.S. stock markets are experiencing a dynamic Tuesday, January 13, 2026, as investors digest crucial inflation data, kick off the fourth-quarter earnings season, and contend with persistent geopolitical concerns. While major indexes closed at record highs on Monday, premarket trading suggested a more cautious start, with futures initially slipping before finding some stability as the Consumer Price Index (CPI) report largely met expectations.Premarket Activity and Futures MovementsEarly Tuesday, U.S. stock ...

格隆汇1月13日｜英特尔盘前涨超3%，AMD盘前涨约2%。KeyBanc Capital Markets将英特尔和AMD评 级从"行业同等权重"上调至"超配"，指出这两家芯片制造商2026年的服务器CPU基本售罄。 ...